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Link Triggers article

Creating New Link Trigger

Creating a Link Trigger

Step 1: Start Creation

  1. From the Link Triggers List, click the Create Link button in the top right corner
  2. You’ll be taken to the Link Trigger Information page

Step 2: Basic Information

Name

Enter a descriptive name for your link trigger that helps you identify its purpose.

Examples:

  • “Download eBook – Marketing Guide”
  • “Webinar Registration – January 2024”
  • “Product Interest – Premium Plan”
  • “Email Click – Newsletter CTA”

Redirect URL

Enter the destination URL where contacts will be sent after clicking your link trigger.

Important:

  • Include the full URL with https:// or http://
  • Make sure the destination page is live and accessible
  • Test the URL before activating the link trigger

Examples:

  • https://yourwebsite.com/thank-you
  • https://yourwebsite.com/download/ebook.pdf
  • https://yourwebsite.com/webinar-room
  • https://yourwebsite.com/product-page

Step 3: Contact Actions

Configure what happens when someone clicks your link trigger.

Add to List

Select one or more lists to automatically add contacts to when they click the link.

How to configure:

  1. Click the Add to List dropdown
  2. Select the list(s) you want to add contacts to
  3. You can select multiple lists

Add Tags

Select tags to automatically apply to contacts when they click the link.

How to configure:

  1. Click the Add Tags dropdown
  2. Select the tag(s) you want to apply
  3. You can select multiple tags

Remove from List

Select lists to automatically remove contacts from when they click the link.

How to configure:

  1. Click the Remove from List dropdown
  2. Select the list(s) you want to remove contacts from
  3. You can select multiple lists

Remove Tags

Select tags to automatically remove from contacts when they click the link.

How to configure:

  1. Click the Remove Tags dropdown
  2. Select the tag(s) you want to remove
  3. You can select multiple tags

Step 4: Auto Login

Enable the Auto Login toggle to create a secure one-click login link.

When enabled:

  • Contacts are automatically logged into your website when they click the link
  • No username or password required
  • Secure, one-time use authentication
  • Perfect for member areas, course access, or exclusive content

Use cases:

  • Member area access links
  • Course enrollment links
  • Exclusive content access
  • Password-less login for emails

Security note: Auto login links are tied to specific contacts and should not be shared publicly.

Step 5: Submit Your Link Trigger

  1. Review all settings to ensure they’re configured correctly
  2. Click Submit Link to create and activate your link trigger
  3. Or click Cancel to discard and return to the list